AeroLeads people directory · profile
Jacob Rieger, Cfp® Email & Phone Number
Senior Wealth Strategy Associate
at
UBS
1 work email found
@ubs.com
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Senior Wealth Strategy Associate
Location
Cincinnati, Ohio, United States
Company size
Who is Jacob Rieger, Cfp®? Overview
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Quick answer
Jacob Rieger, Cfp® is listed as Senior Wealth Strategy Associate at UBS, a with 28 employees, based in Cincinnati, Ohio, United States. AeroLeads shows a work email signal at ubs.com and a matched LinkedIn profile for Jacob Rieger, Cfp®.
Jacob Rieger, Cfp® previously worked as Chief Investment Officer at Vaultis Private Wealth Ltd. and Wealth Strategy Associate at Ubs. Jacob Rieger, Cfp® holds Bachelor Of Arts (Ba), Economics & Business Scholars Program from Hanover College.
Company email context
Email format at UBS
This section adds company-level context without repeating Jacob Rieger, Cfp®'s masked contact details.
*@ubs.com
68% confidence
AeroLeads found 1 current-domain work email signal for Jacob Rieger, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Jacob Rieger, Cfp®
Jacob Rieger, Cfp® is a Senior Wealth Strategy Associate at UBS. He possess expertise in certified financial planner, chartered retirement planning counselor, wealth management, retirement planning, strategic financial planning and 2 more skills.
Listed skills include Certified Financial Planner, Chartered Retirement Planning Counselor, Wealth Management, Retirement Planning, and 3 others.
Current workplace
Jacob Rieger, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Ubs
6 roles
Jacob Rieger, Cfp® work experience
A career timeline built from the work history available for this profile.
Chief Investment Officer
Current
Vaultis Private Wealth Ltd.
At Vaultis Private Wealth, we leverage our team's deep expertise and Morningstar's advanced data analytics to craft strategies tailored to our clients' unique needs. Our ultimate goal is to empower clients to achieve their financial objectives, providing them with the confidence and clarity needed for long-term success.
Oct 2024 - Present
Senior Wealth Strategy Associate
Jan 2019 - Oct 2024
Wealth Strategy Associate
Apr 2016 - Dec 2018
Registered Client Service Assocaite
Jun 2014 - Mar 2016
Summer Intern
Jun 2013 - Sep 2013
2 education records
Jacob Rieger, Cfp® education
Bachelor Of Arts (Ba), Economics & Business Scholars Program
Hanover College
Education record
Bishop Brossart High School
FAQ
Frequently asked questions about Jacob Rieger, Cfp®
Quick answers generated from the profile data available on this page.
What company does Jacob Rieger, Cfp® work for?
Jacob Rieger, Cfp® works for UBS.
What is Jacob Rieger, Cfp®'s role at UBS?
Jacob Rieger, Cfp® is listed as Senior Wealth Strategy Associate at UBS.
What is Jacob Rieger, Cfp®'s email address?
AeroLeads has found 1 work email signal at @ubs.com for Jacob Rieger, Cfp® at UBS.
Where is Jacob Rieger, Cfp® based?
Jacob Rieger, Cfp® is based in Cincinnati, Ohio, United States while working with UBS.
What companies has Jacob Rieger, Cfp® worked for?
Jacob Rieger, Cfp® has worked for Ubs, Vaultis Private Wealth Ltd., and Griffin Industries.
Who are Jacob Rieger, Cfp®'s colleagues at UBS?
Jacob Rieger, Cfp®'s colleagues at UBS include Ethan Harro and Flloyd Rewa.
How can I contact Jacob Rieger, Cfp®?
You can use AeroLeads to view verified contact signals for Jacob Rieger, Cfp® at UBS, including work email, phone, and LinkedIn data when available.
What schools did Jacob Rieger, Cfp® attend?
Jacob Rieger, Cfp® holds Bachelor Of Arts (Ba), Economics & Business Scholars Program from Hanover College.
What skills is Jacob Rieger, Cfp® known for?
Jacob Rieger, Cfp® is listed with skills including Certified Financial Planner, Chartered Retirement Planning Counselor, Wealth Management, Retirement Planning, Strategic Financial Planning, Series 7, and Series 66.
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